Tax mailing dates

With tax season upon us, you may be wondering when to expect your documents. Take a look at the chart below for an estimated mailing date and feel free to call us with any questions or to discuss what tax strategies we can implement to lower your taxable income in 2019.

Tax reporting document Approximate availability date
Form 1099-R January 31, 2019
Fair Market Value Statement January 31, 2019
Tax Information Summary: Forms 1099-DIV, -INT, -B, -MISC, and -OID February 22, 2019
REMIC Tax Information Summary March 15, 2019
Revised Tax Information Summary (Forms 1099) On or about March 16, 2019

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